Holdings
Windsor Advisory Group, LLC
As of Jun 30, 2026, Windsor Advisory Group, LLC reported 43 positions worth US$90M. Largest: Worthington Enterprises, Inc., Paychex, Inc. and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Worthington Enterprises, Inc. | 390K | US$20.9M | −70,032 | Jun 30, 2026 |
| Paychex, Inc. | 212K | US$20.9M | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 17,857 | US$8.94M | −12 | Jun 30, 2026 |
| Nvidia Corporation | 39,204 | US$7.84M | +26,478 | Jun 30, 2026 |
| Worthington Steel, Inc. | 195K | US$6.56M | −80,601 | Jun 30, 2026 |
| Apple Inc | 10,790 | US$3.12M | +4,505 | Jun 30, 2026 |
| Huntington Bancshares Incorporated | 130K | US$2.31M | −43 | Jun 30, 2026 |
| Verizon Communications Inc. | 36,623 | US$1.55M | +1,851 | Jun 30, 2026 |
| Enterprise Products Partners L.p. | 41,814 | US$1.54M | no change | Jun 30, 2026 |
| Microsoft Corp. | 3,728 | US$1.39M | +1,828 | Jun 30, 2026 |